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Champlain Small Company Adv (CIPSX)

21.80
-0.07
(-0.32%)
At close: 8:04:13 PM EDT
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  • Previous Close 21.87
  • YTD Return -8.38%
  • Expense Ratio 1.24%
  • Category Small Growth
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 1.71B
  • Beta (5Y Monthly) 0.98
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend --
  • Inception Date Nov 30, 2004

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small companies. It seeks capital appreciation by investing mainly in common stocks of small companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

Champlain Funds

Fund Family

Small Growth

Fund Category

1.71B

Net Assets

2004-11-30

Inception Date

Performance Overview: CIPSX

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Trailing returns as of 5/16/2025. Category is Small Growth.

YTD Return

CIPSX
8.38%
Category
12.40%
 

1-Year Return

CIPSX
7.77%
Category
55.69%
 

3-Year Return

CIPSX
4.56%
Category
19.34%
 

5-Year Return

CIPSX
8.86%
Category
20.72%
 

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Holdings: CIPSX

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Sector Weightings

SectorCIPSX
Technology   22.99%
Healthcare   19.10%
Industrials   16.24%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: CIPSX

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Research Reports: CIPSX

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